SS SPDR P S&P 600 SMALL CAP SPSM
$56.95
-0.7% 52w: $43.16 – $57.67
Latest 13F among current holders filed 2 days ago (Oct 30, 2026)
Price — last 12 months
research preview data43.1650.4157.67
Oct 17, 2025 Jul 2, 2026
Institutional holders
1.0K
+22 QoQ
13F value
$10.05B
+2.0% QoQ
Smart-money holders
18
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$2.3M calls / — puts
Institutional value by quarter
Number of holders
Who owns SPSM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 24.6M | $1.19B | 0.3% | -8.9% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 20.7M | $998.9M | 2.0% | -2.1% |
| Betterment LLC | Wealth advisor | 19.0M | $919.0M | 1.7% | +1.4% |
| MORGAN STANLEY | Bank broker | 7.2M | $347.5M | 0.0% | -47.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 6.6M | $318.1M | — | +1.8% |
| Valmark Advisers, Inc. | Wealth advisor | 5.4M | $261.5M | 3.1% | +2.1% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 4.9M | $237.3M | 3.5% | +41.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 4.4M | $215.0M | 0.0% | +17.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 4.3M | $206.9M | 0.1% | +22.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.9M | $189.8M | 0.0% | +2.3% |
| Creative Planning | Wealth advisor | 2.8M | $135.4M | 0.1% | +0.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.8M | $135.1M | 0.0% | +8.5% |
| UBS Group AG | Bank broker | 2.4M | $113.7M | 0.0% | +82.9% |
| STATE STREET CORP | Index provider | 1.9M | $93.4M | 0.0% | +16.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.9M | $92.5M | 0.1% | +0.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.9M | $91.8M | 0.1% | -4.8% |
| Pinnacle Wealth Planning Services, Inc. | Other | 1.9M | $90.4M | 9.3% | +3.4% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 1.8M | $84.9M | 1.7% | +4.4% |
| Crestwood Advisors Group, LLC | Other | 1.7M | $83.4M | 1.4% | +0.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.6M | $78.7M | 0.0% | +7.3% |
| ASSETMARK, INC | Wealth advisor | 1.4M | $69.5M | 0.1% | -6.7% |
| Cetera Investment Advisers | Wealth advisor | 1.4M | $67.8M | 0.1% | +4.8% |
| Dakota Wealth Management | Other | 1.4M | $66.8M | 1.4% | +8.2% |
| MASON STREET ADVISORS, LLC | Wealth advisor | 1.3M | $64.1M | — | +2.5% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 1.3M | $62.2M | — | -1.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.2M | $58.3M | 0.1% | +0.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 1.2M | $58.0M | 1.1% | +6.1% |
| Independent Advisor Alliance | Wealth advisor | 1.2M | $56.6M | 0.6% | +3534.9% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 1.1M | $54.9M | 0.3% | -3.4% |
| HighTower Advisors, LLC | Diversified mechanical | 1.0M | $50.7M | 0.1% | +1.1% |
| Private Advisor Group, LLC | Wealth advisor | 969.2K | $46.8M | 0.2% | -18.5% |
| MIDLAND WEALTH ADVISORS, LLC | Wealth advisor | 963.9K | $46.6M | 2.4% | -1.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 945.8K | $45.7M | 0.0% | -4.9% |
| Equitable Holdings, Inc. | Wealth advisor | 970.5K | $45.7M | 0.3% | +1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 915.5K | $44.2M | 0.1% | +2.2% |
| DAVENPORT & Co LLC | Diversified mechanical | 868.4K | $42.0M | 0.2% | +10.5% |
| Stadion Money Management, LLC | Wealth advisor | 861.9K | $41.6M | — | -7.0% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | Wealth advisor | 809.8K | $39.1M | 2.5% | +2.5% |
| Morningstar Investment Management LLC | Other | 774.1K | $37.4M | — | -23.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 759.4K | $36.7M | 0.0% | -2.1% |
| Banco Santander, S.A. | Other | 747.1K | $36.1M | 0.3% | +7.2% |
| First Command Advisory Services, Inc. | Wealth advisor | 738.8K | $35.7M | 0.2% | +13.7% |
| One Day In July LLC | Wealth advisor | 737.2K | $35.6M | 2.9% | +8.5% |
| ROYAL BANK OF CANADA | Bank broker | 736.5K | $35.6M | 0.0% | +12.1% |
| VICUS CAPITAL | Wealth advisor | 682.9K | $33.0M | 2.4% | +9.0% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Diversified mechanical | 699.4K | $32.9M | 0.0% | New |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 677.4K | $32.7M | 0.2% | +16.2% |
| CWM, LLC | Wealth advisor | 676.3K | $32.7M | 0.1% | +4.4% |
| Corient Private Wealth LLC | Diversified mechanical | 665.4K | $31.7M | 0.0% | -47.7% |
| Peterson Wealth Advisors, LLC | Wealth advisor | 655.1K | $31.7M | — | -8.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.